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The Assay Podcast
Where mining meets capital.
The Assay Podcast brings you inside the conversations shaping the mining and investment market.
Hear from CEOs, investors and sector leaders through company updates, executive interviews and live panel discussions recorded at leading industry events.
Conversations from the centre of the action
Often recorded live at industry events, the podcast captures not just what’s being said, but what the market is really thinking.
What you’ll hear
Executive interviews
Conversations with mining leaders, market voices and decision-makers across the sector.
Company updates
Timely updates from companies building projects, raising capital and moving the market.
Live panels
Recorded discussions from leading events, bringing listeners into the room with the people shaping the market.
Latest episodes
Welcome to The Assay Podcast
A new podcast for the people shaping the mining and investment market.
Start here for company updates, executive interviews, fireside chats and event conversations.
Where Is Capital Going in Mining Today?
A focused discussion on how investors are allocating capital across commodities, jurisdictions and project stages, and what is driving those decisions in the current market.
Featuring:
Kwasi Ampofo – BloombergNEF
George Cheveley – Ninety One
Tom Price – Panmure Liberum
What’s Already Changing?
A look at how geopolitics and trade flows reshape metals markets.
Featuring:
Natalie Scott-Gray, StoneX
Morgan Holmes, Gunvor Group
Guest Host: Lyndsay Malchuk
Arizona Eagle Mining
Breakdown of its asset base and investor milestones.
Featuring: Kevin Reid
Guest Host: Lyndsay Malchuk
Aftermath Silver
Strategy, assets and silver market catalysts.
Featuring: Ralph Rushton
Would You Invest in This?
Investor-led discussion on hypothetical mining deals.
International Graphite
Role in critical minerals and market positioning.
Midnight Sun Mining
Exploration focus and growth catalysts.
Revival Gold
Development strategy and production roadmap.
Is Cross-Listing Worth It?
An honest conversation for mining executives weighing up the US markets.
Featuring:
Rick Werner, Partner at Haynes Boone
Alla Digilova, Partner at Haynes Boone
Guest Host: Lyndsay Malchuk, Apaton Media
What Actually Holds Up When Things Go Wrong?
A focused discussion on how risk is understood and managed across the mining sector, exploring gaps between perceived and real protection.
Featuring:
Raul Munoz, Marsh
Robert Kovacs, Withers
Guest Host: Lyndsay Malchuk, Apaton Media
Golden Cariboo Resources
Golden Cariboo outlines its exploration upside and value strategy in a historic region.
Featuring: Frank Callaghan, President & CEO Golden Cariboo
Guest Host: Lyndsay Malchuk, Apaton Media
Lion Rock Resources
Investment story, portfolio strategy and mining opportunities.
Featuring: Nav Dhaliwal, Executive Chairman at Lion Rock Resources
Guest Host: Anna Proske, Apaton Media
Renegade Gold
Exploration thesis and upcoming catalysts driving investor interest.
Featuring: Devin Pickell – President, CEO & Director at Renegade Gold
Guest Host: Anna Proske, Apaton Media
Strategic Priority, Investable Reality?
Can rare earths move from strategic priority to investment reality?
Featuring: Ivan Murphy, Executive Chairman, Harena Rare Earths
Guest Host: Lyndsay Malchuk, Apaton Media
Standard Uranium
A concise investor-focused conversation covering project portfolio and market positioning.
Featuring: Jon Bey, CEO of Standard Uranium
Guest Host: Anna Proske, Apaton Media
Goliath Resources
A focused discussion on exploration strategy, discoveries and upcoming catalysts.
Featuring: Roger Rosmus – Founder, CEO & Director Goliath Resources
Guest Host: Anna Proske, Apaton Media
Rick Rule
What separates great investors from the crowd? Lyndsay Malchuk explores the mindset, discipline, and decision-making framework behind Rick Rule’s decades of success in the resource sector.
Featuring: Rick Rule
Guest Host: Lyndsay Malchuk, Apaton Media
Geopolitics, Gold & Critical Minerals
From record gold prices and geopolitical conflict to the global race for critical minerals, the world is entering a new era of resource competition. Jose Martinez Sanguinetti examines the forces reshaping commodity markets, the growing importance of resource security and the opportunities—and risks—emerging for investors, governments and the mining industry.
Featuring: Jose Martinez Sanguinetti – CEO, Sothys Capital
Guest Host: Lyndsay Malchuk, Apaton Media
Lahontan Gold
Nevada remains one of the world’s premier gold jurisdictions, and Lahontan Gold is advancing a growing portfolio of assets in the state. CEO Kimberly Ann joins us to discuss the company’s investment case, recent progress, key milestones ahead and the opportunities she sees for creating shareholder value in the current gold market.
Featuring: Kimberly Ann, CEO of Lahontan Gold
Guest Host: Lyndsay Malchuk, Apaton Media
What Gets a Second Meeting?
Mining executives spend countless hours pitching investors, but only a handful of opportunities progress beyond an initial conversation. In this candid discussion, experienced investors share what captures their attention, the qualities that make a company stand out and the common mistakes management teams make when seeking capital. From first impressions to serious due diligence, what really turns an introduction into an investment opportunity?
Featuring:
Boris Shrayer, Gator Partners
Jimmy Lederer, Vice President Trinity Financing Investments Corporation
Guest Host: Lyndsay Malchuk, Apaton Media
Elevate Uranium
In this episode, we sit down with Murray Hill, Managing Director of Elevate Uranium, to discuss the company’s investment proposition, key project developments and the growing role of uranium in the global energy transition. From resource growth and project advancement to market dynamics and future catalysts, we explore what investors should be watching as the company continues to develop its uranium portfolio.
Featuring: Murray Hill, Managing Director of Elevate Uranium
Guest Host: Lyndsay Malchuk, Global On-camera Reporter, Apaton
Can Domestic Supply Keep Up?
As the United States seeks to strengthen domestic supply chains and support the energy transition, copper has become one of the country’s most strategically important commodities. In this episode, we explore the challenges and opportunities facing US copper development, from permitting and financing to growing demand from electrification, infrastructure and AI. What will it take to build the next generation of American copper mines?
Featuring: Warwick Smith, CEO & Director, American Pacific Mining
Guest Host: Lyndsay Malchuk, Global On-camera Reporter, Apaton
What Comes Next?
With gold trading at record levels, we’ll be discussing what’s driving the rally, whether the market has further to run, why many gold equities have lagged the metal and where investors are finding value today.
Guest Host: Lyndsay Malchuk, Global On-camera Reporter, Apaton
Featuring: Henry Weingarten, Managing Director, The Astrologers Fund
West Red Lake Gold Mines
What is the investment case for West Red Lake Gold Mines today? In this episode, we begin with the company’s elevator pitch before exploring the strategy behind bringing the Madsen Mine back into production. With gold prices near record highs and key operational milestones underway, the discussion focuses on the decisions, opportunities and challenges involved in transitioning from developer to producer, and what management believes could define the company’s next chapter.
Featuring: Shane Williams, CEO, West Lake Mines
Guest Host: Lyndsay Malchuk, Global On-camera Reporter, Apaton
Gaining critical mass at Dumbwa
Following long awaited assays at Dumbwa, Midnight Sun Mining joins us to discuss the developments behind the headlines. In this special edition of Inside the Investment Case, management shares its perspective on recent events, investor understanding, and the company’s outlook from here.
Featuring: Adrian O’Brien, VP Business Development & Communications, Midnight Sun Mining
Guest Host: Lyndsay Malchuk, Global On-camera Reporter, Apaton
Lithium Africa Corp.
Lithium Africa Corp. (TSX-V: LAF | FSE: 6MQ | OTCQB: LTAFF) has rapidly emerged as one of the newest lithium explorers on the public markets, backed by a strategic partnership with global lithium leader Ganfeng Lithium. In this episode, current CEO Tyron Breytenbach, who is transitioning to a Capital Markets Advisor role, and incoming CEO Dr. Tom Benson discuss the company’s growing, continent-scale African portfolio, anchored by its projects in South Africa and Côte d’Ivoire, its recent TSX-V listing and subsequent financing, and why management believes the company could play an important role in the future lithium supply chain.
Featuring:
Tyron Breytenbach, CEO of Lithium Africa Corp.
Dr. Tom Benson, Incoming CEO of Lithium Africa Corp.
Website: www.li-africa.com
Guest Host: Lyndsay Malchuk, Global On-camera Reporter, Apaton
Commodities, AI & the Next Investment Cycle
Lyndsay Malchuk sits down with Edward Meir, President of Commodity Research Group, to explore the forces shaping the next investment cycle. From AI and energy demand to inflation, debt, geopolitics and commodity markets, the discussion examines how seemingly disconnected trends are converging to reshape the global economy. What are investors overlooking today, and which signals could prove most important in the years ahead?
Featuring: Edward Meir, Commodity Research Group
Guest Host: Lyndsay Malchuk, Global On-camera Reporter, Apaton
